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Tuesday, August 25, 2015
The Charles Schwab Corporation (SCHW)
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So, it looks like Lou Simpson added a bunch of Charles Schwab (SCHW) to his portfolio, making it the top holding as of the end of June; he i...
28 comments:
Friday, August 7, 2015
Mondelez International (MDLZ)
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Bill Ackman apparently took a humongous position in MDLZ. The stock price popped up 5%-7% at first but went back to unchanged as the marke...
7 comments:
Saturday, July 18, 2015
China Crash -> U.S. Crash?! and Great Book
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A lot of people are talking about how bad China is. It's worse than the U.S. 2007, it's worse than Greece, it's worse than this...
16 comments:
Friday, June 19, 2015
Brookfield Asset Management (BAM)
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This name has been mentioned on this blog a few times in the comments section, but I never wrote about it. It is well known in the value in...
20 comments:
Wednesday, June 17, 2015
Quick Update on SuperPortfolios
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In my previous post, I put a link to stock screens of Superinvestor stock holdings. Initially, I just sloppily cut and paste out of a sprea...
7 comments:
In Search of Value
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So we have seen how the stock market is not really as bubbled up as it seems looking at it from 30,000 feet. What are we to do, though? W...
2 comments:
Tuesday, June 16, 2015
In Search of a Stock Market Bubble
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So, (the sentence starts with "so" because this is a sort of ongoing discussion that's been going on here for years) I've ...
20 comments:
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